Adding and removing users from a Custom Role
Feature Availability
Overview
Add and remove users from a Custom Role as per your network's requirements.
A member can be associated with only one Custom Role at a time.
Who can be assigned to a Custom Role?
Both members and admins can be assigned to a Custom Role. However, if an admin is assigned to a Custom Role, they'll lose their admin capabilities and can perform only the actions mentioned in the Custom Role.
Guests and external users in the network cannot be assigned to a Custom Role.
How do I add users to a Custom Role?
- Click the gear icon [
] from the menu in the right.
- Select Settings from the dropdown.
- In the Settings page, click Roles and Permissions under Users & Controls.
- From the list of Custom Roles, click the ellipsis (...) in the right-end of the role name you'd like to populate.
- Click Manage from the dropdown.
- In the pop-up, switch to the Users tab.
- Start typing the name of the required user in the search bar. You'll see a list of user names that match the name you entered.
- Navigate to the required user and click Map to this Role found in the right-end of the name.
How do I remove users from a Custom Role?
To remove a user from the Custom Role, you'll have to map them to the default member role. This can be done by following the same steps mentioned above, but instead of mapping your selected user to the Custom Role, you'll need to map them to the member role.
If you have any questions related to Custom Roles, please write to us at support@zohoconnect.com. We're happy to help!
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Overview of Custom Roles in Zoho Connect
Feature Availability Overview You can use Custom Roles in Zoho Connect, to give individuals the ability to manage specific areas of your network. For example, you can permit one member to add new users to the network while preventing them from ...Removing users from a group
To remove users: Click the Member count on the top-right side of the Group page. In the pop-up window, the Group members get listed. Click Manage in the top-right side of the window. Click the Remove icon, seen on the left, near the profile thumbnail ...Changing a member's role
Overview Network admins can assign the admin role to any other member in the network and change it any time they want to. How to change a member's role? Click the gear icon from the menu in the right. From the dropdown, select Settings. ...Adding custom fields to the task status and priority
Overview Add more options to the status and priority fields for the tasks within a board. Who can add these custom options? Only the admin of the board can add more options and edit the default options. How to add more fields? Click Tasks from the ...Removing External Users or Guests from your Network
Overview If an external stakeholder is no longer associated with your organization, you can remove them from your Network. The posts, comments, and integrations made by the person before you delete their account will still be available. Deleting the ...
New to Zoho LandingPage?
Zoho LandingPage Resources